Banking & Finance

Why do 70% of families lose their wealth by the second generation? Why does wealth divide families? And what can you do about it? Two experts join us to weigh in on these important questions:

  • Craig Hamilton spent more than 20 years working with three generations of the Russell family, of Russell Investments and now serves as Alterra’s Strategic Advisor.

Entrepreneurs and established companies alike continually face a critical strategic decision: should they concentrate their efforts on a niche market or diversify their offerings to cover a broader spectrum?  This debate is more than just a mere choice—it’s a significant decision that can determine the trajectory of a business’s growth, profitability, and long-term success.

The Case for Niche Focus
Opting for

It’s clear that financial plans and investments should be reviewed regularly. We need to make sure you’re still on track to reach your goals, ensure portfolios are performing as expected, and look for ways to improve on your current strategies. In many plans, however, we find that life insurance policies are often ignored. But they shouldn’t be!
Why? Here’s and

Matt Holtz | Senior Director of Corporate Development

Imagine it is closing night for your first acquisition.  After months of due diligence, integration planning, and negotiations, you signed the papers and wired funds. Now it’s time to move from deal mode to execution, right?  Time to welcome new employees, meet new customers, and align on goals for the joint organization.

Collaborated on by: Susan Boles, Meredith Fennessy Witts, Caitlynn Eldridge, Carla Titus and Natalie Cook

  • Setting the foundation for a profitable and sustainable business starts at the onset. It is crucial to have a clear understanding of your financial goals and the key metrics that drive your success. Work to define specific goals such as revenue targets, profit margins, and
  • by Lauren ColsonAs a business owner, navigating your finances can often feel like running through a maze blindfolded.With all the responsibilities you’re juggling, it’s easy to overlook the critical role that your bookkeeper plays in keeping your financial ship afloat.To illuminate their value and enhance your partnership  with your bookkeeper, here are six insights they want you to know:

    In the fast-paced world of business, where the hunt for fresh talent often overshadows the nurturing of current staff, a contrarian approach beckons for a reevaluation: prioritizing employee retention over recruitment. This strategy not only strengthens the core of a company but also enhances its competitive edge in a subtle yet profound way.

    Understanding the True Cost of Turnover

    Embarc Advisors Lands on Inc. Magazine’s Fastest-Growing Private Companies List!

    M&A Bootcamp (Hosted by Connectwise)

    Last month, Managing Partner Jay Jung and Director of Corporate Development Justin DePardo, traveled to Tampa to participate in the Connectwise M&A bootcamp, a favored event for our ongoing strategic initiatives. 

    Jay presented on “Sell-side Readiness: How to Maximize Value as you Prepare for Sale